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As Marketing Communications Manager, Lindsay Van Schepen ensures a high level of quality is maintained in all marketing and communications, adhering to corporate brand standards and compliance requirements. In addition she is involved...

Mark Cortazzo, CFP®, CIMA® is the Senior Partner of MACRO Consulting Group. He is a CERTIFIED FINANCIAL PLANNERTM professional and holds the “Certified Investment Management Analyst®” designation. He offers...

Stephen Esposito, CFP® is a Senior Financial Advisor at MACRO Consulting Group. In this role, Steve maintains all aspects of the client relationship. As a member of MACRO’s elite advisor team, Steve works collectively to...

Nick Spagnoletti, CFP® is a Partner at MACRO Consulting Group. His expertise in the areas of pre-retirement planning and insurance, combined with his business savvy have afforded him a successful career as a financial planner...

The Client Service team is led by Maureen Falgiano. As the Director of Client Services, Maureen ensures every client interaction within the firm upholds MACRO Consulting Group’s superior service standard while consistently...

Christina Dreitlein acts as a liaison between clients and their respective advisor. With her friendly and outgoing personality, she works diligently to provide exceptional client service. Chris has been working in the finance industry...

As the Portfolio Administrator and member of MACRO’s investment operations team, Lauren is responsible for the timely and accurate processing of MACRO’s trading activity, the reconciliation and maintenance of trading...

As a member of the Client Service Team, Client Coordinator Allison Kass handles the creation, processing, and follow up of client paperwork in support of the Client Relations Managers. With over 35 years of experience working in...

As a Client Relations Manager, Cristie Powers acts as a liaison between clients and their respective advisor. Her positive and cheerful personality makes her a great fit for the position. With an extensive background in client service...

Mark Peixoto is the Chief Operating Officer at MACRO Consulting Group. He brings over twenty years of experience in strategic planning and management in the financial services industry. As the Chief Operating...

As the Chief Compliance Officer of MACRO Consulting Group, Heidi Heath works towards ensuring MACRO's advisors and staff remain informed about and trained on changing industry regulations and requirements. She also serves as...

As Research Assistant, Andrew Despotakis works alongside the Financial Advisors to assist with custom projects requiring quantitative research, analysis, and thoughtful modeling. Andrew has a bachelor’s degree in both Financial...

As our Receptionist, Diana Little is the first to greet you at our office and often the first voice you hear on the phone. Diana joined MACRO in 2013 with over 40 years of experience in customer service across a variety of industries...

In the Data Support role, Kristie Rheuport provides administrative support for MACRO Consulting Group’s data management system and secure document portal. She works closely with the Portfolio Data Manager and collaborates with the...

As Paraplanner at MACRO Consulting Group, Lan Song, CFP® performs analyses and creates reports pertaining to our clients’ planning needs. She works with potential clients to help individuals, families, and businesses...

Client Relations Manager Mandie Myers acts as a liaison between clients and their respective advisor. Service is an integral part of her core values and she enjoys helping clients work towards their financial goals. Mandie joined MACRO...

As a member of the Client Service Team, Client Coordinator Faith Ryan handles the creation, processing, and follow up of client paperwork in support of the Client Relations Managers. Before joining the MACRO team in 2017, she worked as...

As Associate Client Relations Manager, Keira works alongside the Director of Client Services to provide exceptional client service. Keira joined MACRO Consulting Group in 2017 with over ten years of experience in the financial services...

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Advisory services are offered through MACRO Consulting Group, LLC, a registered investment adviser with the Securities and Exchange Commission. MACRO only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.